Position in DUK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,300,166
+$911,987 QoQ
Shares Held
55,752
+2.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,300,166 | 55,752 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,388,179 | 54,502 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,843,251 | 55,299 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,054,630 | 59,785 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,624,190 | 54,310 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,644,283 | 52,388 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $5,957,320 | 51,668 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,727,036 | 67,116 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,494,850 | 67,158 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,062,479 | 52,169 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,593,050 | 52,040 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,852,331 | 54,071 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $5,375,790 | 55,725 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,713,473 | 55,476 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,809,413 | 51,703 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,793,092 | 54,035 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,085,581 | 54,501 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,323,255 | 50,746 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $4,657,287 | 47,723 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,775,678 | 48,376 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $12,882,507 | 133,456 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,559,688 | 49,800 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,746,638 | 53,598 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,456,983 | 55,789 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,856,116 | 72,405 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||